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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Inflation/Deflation

Inflation/Defaltion
After listening/reading to some of 'smart' market people that I respect, I am coming to the side that deflation is now an old worry and inflation is the new worry. To that end I have been buying some stocks out your growth portfolio but I haven't sold any of my others. Most of this has been done on LOC and now I want to pay that back. Given the above scenario what kind of stocks should I sell?
Read Answer Asked by Gerald on June 10, 2015
Q: If you were about to enter the market with a portfolio at this time, would you wait until after the Greece situation is clearer at the end of the month? 5 year timeframe.
Read Answer Asked by Gregory on June 10, 2015
Q: Much discussion lately on BNN re divergence of the Transports
and the Dow. It is believed to foretell a correction.
However, one guest said that Dow Theory is outdated.

Your opinion please.
Read Answer Asked by claudette on June 10, 2015
Q: Hi Guys

I have been interested in Brookfield (parent company) and Onex. They have returned 20% and 16% respectively annualized over 20 years (from what I read recently elsewhere)

What are thiughts going forward and would 5I consider issuing reports on these companies?

Thank you
Read Answer Asked by Andrew on June 10, 2015
Q: In a recent Globe article dealing with ''when'' to consider selling a stock,''when the stock rises above it's intrinsic value''was mentionned. How does one determine when a stock has risen above it's intrinsic value?

Thanks for your help on this one.

Jean
Read Answer Asked by Sherrill on June 10, 2015
Q: Pair trade question asked by Steven on June 10, 2015:

Shorting difficulties could be offset by subsituting Puts
on the short side.
Publish at your discretion.
Read Answer Asked by Russ on June 10, 2015
Q: DRT closed at $7.70 yesterday, but the bid/ask is 7.07 this morning. I haven't found any news (but that doesn't mean there isn't any!). What's happening?
Read Answer Asked by Brenda on June 10, 2015
Q: Hi team. Any thoughts on pair trades? For example, any recommendation of a weak stock (that you'd rate as a C or lower) that should suffer as rates rise and a high quality stock that may benefit as yields increase? Thanks and best regards.
Read Answer Asked by Steven on June 10, 2015
Q: Based on current announcement of various financings, how does this affect their future profit and future stock price outlook.
Would this be a good stock and time to enter into. Any comments or concerns would be appreciated.
Thanks for your valued input.
Read Answer Asked by Douglas on June 10, 2015
Q: I hold a position in CREW which is down quite a bit - should I hold or sell - also HBM

Your advice is much appreciated- Hanna
Read Answer Asked by Hanna on June 10, 2015
Q: Hello Peter & Co,
When I bought FSV way back when, I bought both components; now that the components are separate, would it not make sense to continue holding both of them?
Thanks,
Antoine
Read Answer Asked by Antoine on June 09, 2015
Q: Hi Peter and Company,
Your thoughts and advice please, on these stocks. I am 72 and these are part of my RIF, fortunately not a large part. Thanks to you I have done just fine this past year.


MY COST
BXE $6.90
IDC $0.19 (very small position)
RFC $5.06
AVO $31.19

Excellent service!
Heather
Read Answer Asked by Heather on June 09, 2015
Q: Would either one or both stocks be growth investments within a TFSA account, or, considering current market volatilty, would MBK.UN (Manulife US Regional Bank
Trust) be preferable?
Thank you for your valued input!
Read Answer Asked by Sigrid on June 09, 2015
Q: I am a beginner in investments.My question is this: Do I have an avantage in buying American stocks these days with the Canadian dollar so low even if, for example I would buy for 10,00.00$ in US stocks and receive only about 7,500.00$ in value. Or would I be better off purchasing Canadian stocks and get their full value? Thanks.
Read Answer Asked by Denis on June 09, 2015
Q: You have recently commented on a number of stocks which have declined "on interest rate fears". Why aren't rate increases already be reflected in stock prices ? Markets have known for ages that interest rates are likely to go up - though only slightly, and probably before year end. Is stock price volatility due to interest rate fears a reflection of speculative action ?
Read Answer Asked by Don on June 09, 2015
Q: Hi Peter & Co:

David's Tea just went public on the NASDAQ exchange. This is a Canadian company that I am told started in Toronto around 2008, and they now have over 150 stores in Canada and the US. Do you think this would be a good (short-term or long-term) investment?
Read Answer Asked by Ken on June 09, 2015
Q: Hi, I trust you folks at 5i are well and in high spirits? I have incorporated the Growth Porfolio as part of my TFSA. Here is the thought. If the market were to suffer a substantial correction; say the TSX tanks 20%, how much will the Growth Porfolio likely to fall by? I don't know what the average beta of the Porfolio is, but I guess it might be north of 1.5 but are there any mitigating factors, say people will take the opportunity to pile into some of the constituents or will everything just drop like in 2008? Thanks as always. henry
Read Answer Asked by Henry on June 08, 2015